Enable Chatter on the Travel Approval Object

Introduction

By enabling feed tracking on objects, managers can follow records and track changes to key fields. They can see updates for records they follow in their Chatter feed, go to a specific record, and @mention other Chatter users to get their attention. It’s an ideal way for the management team to communicate about approvals.

Setup Chatter

Adjust email security, verify that Chatter is enabled, and configure Chatter Email Settings.

1. From Setup, in the Quick Find box, search for and select Deliverability.
   
2. Under the Email Domain Verification section, check the box to Use a substitute email address for unverified domains.
   
3. Scroll up to the top of the page click Save.
   
4. From Setup, in the Quick Find box, search for and select Chatter Settings.
   
5. Under the Chatter Settings section, verify that Chatter is Enabled. If not, click Edit, click Enable to turn on Chatter and Global Search features, then click Save.
   
6. Go back to the Setup menu, and click Email Settings.
   
7. Under the Sender section, enter your Name and Email Address. Note: For purposes of this badge, you use your personal email address. For a real production org, best practice is to set up a new email address for Chatter Notifications.
   
8. Click Save, then click OK. You’re prompted that for security, you must verify this email address change. Check your email, and click the link to verify the email address.
   

Enable Chatter Feed Tracking

Enable Chatter feed tracking on the Travel Approval object.

1. From Setup, in the Quick Find box, search for and select Feed Tracking.
   
2. In the list of available objects, click Travel Approval.
   
3. Check Enable Feed Tracking.
   
4. Check these fields:
   

• Destination State
  
• Status
  

5. Click Save.
   

Test Collaboration

1. Via the App Launcher, navigate back to the Travel App and click the Travel Approvals tab. Click the TA-00001 record. Notice you have a tab called Chatter on the right-hand side.
   
2. Click the Chatter tab. Note: By default you have the option to make a Post, submit a Poll for feedback, or ask a Question.
   
3. Click the Post sub-tab. Click in the area labeled Share an update… and enter @Eric and select Eric Executive from the popup window. Add the remainder of the message: Which department should I associate this travel request with?
4. Click Share to post. Note: You and Eric both receive an email and notification about the post.
   
5. In your email application, reply to the email, saying: Technology is the correct department.

6. Refresh your travel app page to see the response in Chatter. 
   

This shows how Eric can collaborate on travel requests directly from his email and still document everything in the Travel Approval app.

You created tabs, quick actions, record types, and record pages. You customized page layouts and enabled feed tracking on Chatter. With all this hard work, you made Eric Executive and his management team happy. You also made their Travel Approval app much more efficient. Now they have a more user-friendly app and much easier access to the information they need to do their jobs well.